Randy ValleyCRD Number: 3107362
Current Firm: Waddell & Reed
Randy Valley (CRD# 3107362) is an Investment Advisor Representative working at Waddell & Reed in Boise, ID and has over 19 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Air Force Appreciation Day||Mountain Home, ID||Apr 2016 - Current||1|
|Mountain Home Chamber Of Commerce||Mountain Home, ID||Feb 2014 - Current||4|
|Valley's Local Raw Honey||Mountain Home, ID||Aug 2013 - Current||4|
|Randy & Vicki Valley||Boise, ID||Mar 2002 - Current||15|
|Various Insurance Carriers For W & R Insurance Agencies||Mountain Home, ID||Oct 1998 - Current||19|
|Waddell & Reed, Inc.||Mt. Home, ID||Aug 1998 - Current||19|
|Mountain Home Chamber Of Commerce||Mountain Home, ID||Mar 1999 - Feb 2014||14|
|Healing Hearts||Boise, ID||Nov 2011 - Jul 2012||< 1|
|Life's Doorways||Boise, ID||Nov 2011 - Jul 2012||< 1|
|Our Lady Of Good Counsel Church||Mountain Home, ID||May 2004 - Sep 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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